Compare performance with Precision Analytics
Use the latest market data to research investments quickly, compare performance and build client portfolios with ease.
We’re invested in performance. Every day, our dedicated Portfolio Managers strive to deliver the best possible risk adjusted returns across investment styles, asset classes, and geographies.
Arup Datta, MBA,CFA
Senior Vice President, Head of Team
Mackenzie Global Quantitative Equity Team
Discovering global opportunities at scale
5 'stars'
★★★★★
Mackenzie Emerging Markets Fund
5 'stars'
★★★★★
Mackenzie Global Dividend Fund
5 'stars'
★★★★★
Mackenzie Precious Metals Fund
5 'stars'
★★★★★
Mackenzie USD Global Strategic Income Fund
5 'stars'
★★★★★
Mackenzie US All Cap Growth Fund
5 'stars'
★★★★★
Mackenzie Strategic Income Fund
5 'stars'
★★★★★
Mackenzie Core Plus Canadian Fixed Income ETF
5 'stars'
★★★★★
Mackenzie International Equity Index ETF
Ten of our mutual funds and ETFs were recognized with 2023 Fundata FundGrade A+ Awards, for consistent and outstanding risk-adjusted performance. Another testament to our investment professionals for their ongoing commitment to providing advisors and investors with innovative solutions that deliver strong performance.
Mackenzie Conservative Allocation ETF (MCON)
Mackenzie Core Plus Canadian Fixed Income ETF (MKB)
Mackenzie Global Sustainable Dividend Index ETF (MDVD)
Mackenzie Growth Allocation ETF (MGRW)
Mackenzie International Equity Index ETF (CAD-Hedged) (QDXH)
Mackenzie US TIPS Index ETF (CAD-Hedged) (QTIP)
Mackenzie Emerging Markets Fund II
Mackenzie Global Resource Fund II
Morningstar Star Ratings reflect performance of Series F as of March 28, 2024, and are subject to change monthly. The ratings are an objective, quantitative measure of a fund’s historical risk-adjusted performance relative to other funds in its category. Only funds with at least a three-year track record are considered. The overall star rating for a fund is a weighted combination calculated from a fund’s 3, 5, and 10-year returns, as available, measured against the 91-day treasury bill and peer group returns. A fund can only be rated if there are a sufficient number of funds in its peer group to allow comparison for at least three years. If a fund scores in the top 10% of its fund category, it gets 5 stars; if it falls in the next 22.5%, it receives 4 stars; a place in the middle 35% earns a fund 3 stars; those in the next 22.5% receive 2 stars; and the lowest 10% receive 1 star. For more details on the calculation of Morningstar Star Ratings, see www.morningstar.ca.
Mackenzie Global Equity Fund Series F, Global Equity category: 3 years – 5 stars (1427 funds), 5 years – 4 stars (1258 funds), 10 years – 3 stars (609 funds). Mackenzie Global Dividend Fund Series F, Global Equity category: 3 years - 4 stars (1427 funds), 5 years - 4 stars (1258 funds), 10 years - 5 stars (609 funds). Mackenzie US All Cap Growth Fund Series F, US Equity category: 3 years – 3 stars (1022 funds), 5 years – 5 stars (866 funds), 10 years – 5 stars (494 funds). Mackenzie Strategic Income Fund Series F, Canadian Neutral Balanced category: 3 years – 4 stars (345 funds), 5 years – 4 stars (324 funds), 10 years – 5 stars (545 funds).
Mackenzie USD Global Strategic Income Fund Series F, Global Neutral Balanced category: 3 years – 5 stars (1324 funds), 5 years – 5 stars (1194 funds), 10 years – n/a stars (633 funds). Mackenzie Precious Metals Fund Series F, Precious Metals Equity category: 3 years – 3 stars (59 funds), 5 years – 5 stars (58 funds), 10 years – 5 stars (44 funds). Mackenzie Emerging Markets Fund Series F, Emerging Markets Equity category: 3 years – 4 stars (232 funds), 5 years – 5 stars (209 funds), 10 years – n/a stars (109 funds). Mackenzie Core Plus Canadian Fixed Income ETF, Canadian Fixed Income category: 3 years – 4 stars (478 funds), 5 years – 5 stars (427 funds), 10 years – n/a stars (277 funds). Mackenzie International Equity Index ETF, International Equity category: 3 years – 5 stars (580 funds), 5 years – 5 stars (519 funds), 10 years – n/a stars (275 funds).